Avoid These Common Estate Planning Errors

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A well-crafted estate plan helps ensure you leave the right financial legacy for your beneficiaries and loved ones. Unfortunately, many estate plans focus only on how the planner’s assets will be distributed upon their passing and neglect to plan for a variety of different scenarios. 

Overlooking these scenarios doesn’t just create challenges for your loved ones during a difficult time—it can also cause your whole estate plan to unravel.

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This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”).  XML is not responsible for any actions taken related to this information.

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